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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,576 | $85,171+95.6% | $172,753-3.6% | $72,976+128.3% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.6%-1.2pp | 69.5%+12.0pp |
| Annual return | 23.59% | 27.32%-3.7pp | 803.00%-779.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $7,451 | $3,324+124.1% | $5,144+44.8% | $2,440+205.4% |
| Participant deferral / active EE | $5,975 | $3,260+83.3% | $5,198+15.0% | $3,608+65.6% |
| Admin fee / account holder | $16,049 | $5,880+172.9% | $13,956+15.0% | $5,124+213.2% |